Screener
Oppenheimer Holdings OPY Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total revenue from contracts with customers by Business | ||||||
| Capital Markets | $189.12M+53.4% | $182.93M+53.3% | $162.15M+30.7% | $122.98M+33.5% | $123.26M+10.0% | |
| Wealth Management | $253.68M+4.8% | $287.27M+13.3% | $259.73M+5.6% | $246.42M+5.1% | $241.99M+1.7% | |
| Total revenue from contracts with customers by Product | ||||||
| Advisory Fees | $141.72M+10.0% | $166.6M+28.4% | $134.4M+10.5% | $125.63M+7.2% | $128.8M+12.2% | |
| Bank Deposit Sweep Income | $26.12M-13.2% | $27.73M-14.3% | $28.35M-18.7% | $28.65M-17.8% | $30.08M-18.0% | |
| Commissions from sales and trading | $119.52M+16.3% | $113.92M+8.3% | $112.33M+18.4% | $102.43M+15.2% | $102.73M+16.8% | |
| Investment banking - advisory | $63.26M+144% | $42.77M+41.2% | $22.3M-32.0% | $22.49M+83.0% | $25.96M-18.6% | |
| Investment Banking, Capital Markets | $34.46M+59.1% | $54.98M+284% | $55.19M+185% | $21.05M+25.1% | $21.66M+16.2% | |
| Mutual fund and insurance income | $8.82M+8.2% | $8.91M+3.9% | $8.36M+1.5% | $7.59M-6.4% | $8.15M+3.6% | |
| Other | $5.48M-19.1% | $1.38M-74.5% | $9.29M+90.8% | $5.57M-2.2% | $6.77M+43.6% | |
| Revenue by Geography | ||||||
| Americas | $423.04M+19.3% | $451.13M+26.1% | $407.68M+13.1% | $358.81M+13.4% | $354.71M+3.9% | |
| Asia | $701K-8.2% | $532K-52.4% | $669K-28.6% | $628K-13.7% | $764K-19.3% | |
| Europe/Middle East | $21.36M+72.9% | $20.97M+27.2% | $16.09M+35.7% | $13.74M+2.6% | $12.35M+14.6% |
FAQ
- How does Oppenheimer Holdings break its business down?
- Oppenheimer Holdings (OPY) reports total revenue from contracts with customers by business across 2 parts — Capital Markets and Wealth Management. Each is extracted from the segment footnotes and tracked over time.
- Where does Oppenheimer Holdings's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Oppenheimer Holdings's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
